Client Portfolio Manager

Michael Page
Devon, Bideford
£35000 - £45000 per annum + Benefits, negotiable
28 Sep 2018
28 Oct 2018
Mark Bailey
Job role
Contract type
Part time

A highly successful accountancy practice, based in Bideford, undergoing growth and expansion is searching for a qualified ACA or ACCA, Client Portfolio Manager to join the firm in a role offering progression and development potential.

Client Details

Based in Bideford, this chartered accountancy practice is a leading, highly reputable firm in the region, with. The firm is expanding and experiencing positive growth and set for further development and you will have opportunity to carve a career path here, with clear route to progress to potential Director/Partner levels.


Joining as a Client Portfolio Manager , in the firms Bideford offices, you will take on the management of a varied portfolio, fully managing this portfolio, building relationships and looking to further develop the client base and wider department, working closely with Partners. You will be overseeing the delivery of accounting, taxation, other services and providing business advice, managing staff, workload and budgets. There will be a good element of the role advising on wide ranging accounting and added value, advisory services eg tax planning, acquisitions and other project work
Alongside this, there will be involvement with developing and building client relationships and actively becoming a part of the local business community, networking, developing relationships and looking to further the growth and development of the firms client base. You will have a client facing role and look to build relationships and add value to clients

The opportunity therefore provides a genuine opportunity to progress and carve a key career move in this growing firm with excellent prospects for progression on offer.


You will be ACA or ACCA qualified, or equivalent, with a career background in accountancy practice, at Client Portfolio Manager level with client and portfolio management responsibility. You will have a recent background working within accountancy practice, for firms ranges of any size, with historical hands on and more recent managerial, review skills, along with delivering wide ranging, advisory services and overseeing the delivery of accounts and tax services to a mixed client base of limited companies, SMEs and OMBs.
You will be looking for a challenging, long term permanent career move where you can see a career path beyond management. You will be looking to join a progressive, growing and expanding firm of chartered accountants where you can carve a pivotal role and progress in your accountancy practice career.

Job Offer

£35,000 - £45,000 or more, negotiable, dependent on the background and experience of the right professional, plus benefits

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